All Ords 8423 up 43 pts or 0.5%Waiting for positive news on all stocks, as always.Portfolio performancesThe Superfund portfolio gained 0.1% follows:A 32.3% rise in Blue Star Helium (BNL, 0.4¢ up 0.1¢, $8m, daily, hrly) added 0.6%. A 1.2% rise in Besra Gold (BEZ, 8.1¢ up 0.1¢, $34m, daily, hrly) added 0.1%. Alpha (A4N, $1.01, … Read more
All Ords 8187 up 31 pts or 0.4%I comment on AKP and BNL after their capital raisings. I also note that rare earth oxide prices have started to move up quite strongly, suggesting that we may have seen bottom.Portfolio performancesThe Superfund portfolio rose 1.1% as follows:A 4.3% rise in Alpha (A4N, 85¢ up 3.5¢, $964m … Read more
All Ords 8291 down 6 pts or 0.1%Waiting for AKP capital raise and relisting, which surely must be imminent.Portfolio performancesThe Superfund portfolio lost 0.4% as follows:A 19.6% rise in Blue Star Helium (BNL, 0.6¢ up 0.1¢, $12m, daily, hrly) added 0.6%. Animoca on Primary Markets (60¢, 60/70¢, $1.2b) traded unchanged. Audio Pixels (AKP, $6.20, $181m … Read more
All Ords 8297 down 14 pts or 0.2%Nothing much happening.Portfolio performancesThe Superfund portfolio gained 1.6% as follows:A 3.7% rise in Alpha (A4N, 84.5¢ up 3¢, $959m or $973m diluted, daily, hrly) added 1.2%. A 5.0% rise in Besra Gold (BEZ, 10.5¢ up 0.5¢, $44m, daily, hrly) added 0.3%. A 4.3% rise in Red Metal (RDM, … Read more
All Ords 8344 up 23 pts or 0.3%BEZ was the star today. I comment on why it was so, and also I review BNL and RDM following their quarterlies released yesterday.Portfolio performancesThe Superfund portfolio gained 1.8% as follows:A 44.9% rise in Besra Gold (BEZ, 8.7¢ up 2.7¢, $36m, daily, hrly) added 1.6%. A 10.5% rise … Read more
All Ords 8094 down 111 pts or 1.4%Atishoo, atishoo, all fall down.Portfolio performancesThe Superfund portfolio lost 2.5% as follows:A 5.9% rise in Besra Gold (BEZ, 5.4¢ up 0.3¢, $23m, daily, hrly) added 0.2%. Audio Pixels (AKP, $6.20, $181m or $196m diluted) has been suspended since 1 March. Blue Star Helium (BNL, 0.6¢, $12m, daily, hrly) … Read more
All Ords 7992 down 22 pts or 0.3%A good start to the financial year.Portfolio performancesThe Superfund portfolio gained 1.7% as follows:A 3.5% rise in Alpha (A4N, 89.5¢ up 3¢, $1,015m or $1,030m diluted, daily, hrly) added 1.1%. A 0.6% rise in Blue Star Helium (BNL, 0.8¢ up 0.1¢, $15.5m or $16.2m diluted, daily, hrly) added … Read more
All Ords 8074 up 52 pts or 0.6%Interesting move by BNL into carbon dioxide.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 6.7% rise in Animoca on Primary Markets (80¢, 65/82¢, $1.5b) added 0.7%. A 10.0% rise in Blue Star Helium (BNL, 1.1¢ up 0.1¢, $21m or $22m diluted, daily, hrly) added 0.6%. Audio Pixels (AKP, … Read more
All Ords 7994 down 30 pts or 0.4%ADN to the rescue. Who would have thought? But not complaining.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 35.3% rise in Andromeda (ADN, 2.3¢ up 0.6¢, $72m, daily, hrly, 10min) added 1.6%. A 3.0% rise in Red Metal (RDM, 17¢ up 0.5¢, $51m or $61m diluted, daily, hrly) … Read more
All Ords 8059 up 59 pts or 0.7%BNL to the rescue.Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 37.0% rise in Blue Star Helium (BNL, 1.1¢ up 0.3¢, $21m or $22m diluted, daily, hrly) added 1.7%. A 1.1% rise in Alpha (A4N, 90¢ up 1¢, $904m or $1,063m diluted, daily, hrly) added 0.4%. Audio Pixels … Read more
All Ords 8118 down 2 pts onlyDid more work on A4N.Portfolio performancesThe Superfund portfolio lost 0.7% as follows:Alpha (A4N, 95¢, $887m or $1,120m diluted, daily, hrly) closed unchanged. Animoca on Primary Markets (85¢, 76/85¢, $1.6b) last traded 15 May. Audio Pixels (AKP, $6.20, $181m or $196m diluted) remains suspended. Blue Star Helium (BNL, 1.0¢, $19.4m … Read more
All Ords 8082 down 68 pts or 0.8%A good day for once, hopefully heralding more to come.Portfolio performancesThe Superfund portfolio rose 1.4%, taking the gain for the week to 1.9% and the return for the financial YTD to minus 33.7%. Movements today were as follows:A 4.2% rise in Alpha (A4N, $1.00 up 4¢, $934m or … Read more
All Ords 8021 up 25 pts or 0.3%BEZ was the feature of the day but I am not sure the strength is sustainable in the short term.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 14.1% rise in Besra Gold (BEZ, 10.5¢ up 1.3¢, $44m or $49m diluted, daily, hrly) added 0.7%. Animoca on Primary Markets … Read more
All Ords 7996 down 24 pts or 0.3%Some interesting announcements. And has BNL bottomed?Portfolio performancesThe Superfund portfolio lost 0.2% as follows:A 12.3% rise in Blue Star Helium (BNL, 0.9¢ up 0.1¢, $17.5m or $18.2m diluted, daily, hrly) added 0.5%. A 1.1% rise in Alpha (A4N, 96¢ up 1¢, $896m or $913m diluted, daily, hrly) added … Read more
All Ords 7837 down 100 pts or 1.3%A quiet day albeit I had to complete this on Saturday because of my obligations to PET.Of the portfolio stocks only BNL has lodged its quarterly; the other five are yet to report. The key one will AKP. The other companies issue regular updates in line with their … Read more
All Ords 8154 up 80 pts or 1.0%I completed this report on Good Friday as I ran out of time on Thursday. It contains comments on A4N, BEZ and BNL, and also on the rare earths sector.Portfolio performancesThe Superfund portfolio fell 0.9%, taking the loss for the week to 2.8% and the return for the … Read more
All Ords 8045 up 90 pts or 1.1%BNL seems amazingly cheap.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 1.8% rise in Alpha (A4N, 86.5¢ up 1.5¢, $808m or $818m diluted, daily, hrly) added 0.5%. A 9.0% rise in Andromeda (ADN, 2.4¢ up 0.2¢, $75m, daily, hrly) added 0.5%. Animoca on Primary Markets (99¢, 85/96¢, $1.9b) … Read more
All Ords 7922 up 14 pts or 0.2%A sea of red apart from Animoca which was buoyed by the sharp rally in cryptocurrencies. So disappointing.Portfolio performancesThe Superfund portfolio lost 1.9% as follows:An 11.8% rise in Animoca on Primary Markets (95¢ up 10¢, 90/100¢, $1.8b) added 1.3%. Meteoric Resources (MEI, ¢17.5, $348m or $377m diluted, daily, … Read more
All Ords 7791 down 57 pts or 0.7%Focus on BEZ and BNL following announcements.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:An 18.0% rise in Blue Star Helium (BNL, 1.3¢ up 0.2¢, $25m or $26m diluted, daily, hrly) added 1.0%. Animoca on Primary Markets (85¢, 80/110¢, $1.6b) traded unchanged. Besra Gold (BEZ, 15¢, $63m or $70m … Read more
All Ords 7860 down 24 pts or 0.3%A dreadful day for my portfolios due to big falls in AKP and BNL. It would have been much worse if it weren’t for EOS and to a lesser extent, A4N.Portfolio performancesThe Superfund portfolio lost 7.2% as follows:A 5.4% rise in Alpha (A4N, 87.5¢ up 4.5¢, $817m or … Read more
All Ords 7875 up 24 pts or 0.3%EOS was the star today.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:An 8.0% rise in Meteoric Resources (MEI, 19¢ up 1.5¢, $378m or $409m diluted, daily, hrly) made little difference. Animoca on Primary Markets (85¢, 75/85¢, $1.6b) last traded 7 Feb. Andromeda (ADN, 2.3¢, $72m, daily, hrly) closed … Read more
All Ords 7932 up 113 pts or 1.4%A better day.Portfolio performancesThe Superfund portfolio rose 2.2%, taking the loss for the week to 6.4% and the return for the financial YTD to minus 23.3%. Movements today were as follows:A 6.1% rise in Alpha (A4N, 86.5¢ up 5¢, $808m or $818m diluted, daily, hrly) added 1.5%. A … Read more
All Ords 7835 up 27 pts or 0.3%The weakness in AKP is not unexpected but the poor result from BBB #33 was devastating.Tomorrow should see quarterly reports from ADN, AKP, BEZ, MEI and VMM.Portfolio performancesThe Superfund portfolio lost 4.1% as follows:A 3.1% rise in Besra Gold (BEZ, 16.5¢ up 0.5¢, $69m or $77m diluted, daily, … Read more
All Ords 7785 up 37 pts or 0.5%Now in the quarterly reporting season. Am not sure whether any of the reports for the portfolio stocks will be that exciting with anything material already reported. The one exception could be AKP but if history is any guide ……Portfolio performancesThe Superfund portfolio broke even, taking the loss … Read more
All Ords 7742 up 40 pts or 0.5%Another poor performance today.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:A 3.8% rise in Besra Gold (BEZ, 13.5¢ up 0.5¢, $56m or $63m diluted, daily, hrly) added 0.2%. Blue Star Helium (BNL, 2.4¢, $47m or $49m diluted, daily, hrly) closed unchanged. A 2.5% fall in Meteoric Resources (MEI, … Read more
All Ords 7693 up 41 pts or 0.7%A sea of red for the portfolios today.Portfolio performancesThe Superfund portfolio lost 3.1% as follows:Blue Star Helium (BNL, 2.4¢, $47m or $49m diluted, daily, hrly) closed unchanged. An 11.1% fall in Meteoric Resources (MEI, 20¢ down 2.5¢, $398m or $430m diluted, daily, hrly) took 0.1%. A 0.5% fall … Read more
All Ords 7576 down 47 pts or 0.6%AKP the star.Portfolio performancesThe Superfund portfolio gained 4.0% as follows:A 7.5% rise in Audio Pixels (AKP, $8.75 up 61¢, $256m or $276m diluted, daily, hrly) added 2.9%. A 5.0% rise in Animoca on Primary Markets ($1.05, $1.00/1.10, $1.9b) added 0.5%. A 1.6% rise in Alpha (A4N, 94¢ up … Read more
All Ords 7623 down 25 pts or 0.3%Made good progress on modelling Voyager helium project owned by BNL.Portfolio performancesThe Superfund portfolio lost 1.1% as follows:A 0.5% rise in Audio Pixels (AKP, $8.14 up 4¢, $238m or $257m diluted, daily, hrly) added 0.2%. A 2.8% rise in Viridis Mining (VMM, $1.45 up 4¢, $65m or $111m … Read more
All Ords 7737 up 34 pts or 0.4%Calm before the storm?Portfolio performancesThe Superfund portfolio gained 0.4% as follows:A 12.0% rise in Besra Gold (BEZ, 14¢ up 1.5¢, $59m or $65m diluted, daily, hrly) added 0.6%. A 1.5% rise in Alpha (A4N, 99.5¢ up 1.5¢, $929m or $941m diluted, daily, hrly) added 0.4%. A 4.5% rise … Read more
All Ords 7718 down 12 pts or 0.2%I took advantage of a quiet day to make good progress with the BEZ spreadsheet.Portfolio performancesThe Superfund portfolio rose 0.3%, taking the loss for the week to 0.5% and the return for the financial YTD to minus 15.3%. Movements today were as follows:A 9.0% rise in Blue Star … Read more